Solutions
 
401K Rollover

401K ROLLOVER


If you've been contributing to a 401(k) plan offered by an employer and you change jobs, rolling your funds over to an IRA helps you control costs and gives you the flexibility to invest your assets in a wide menu of financial solutions. However, IRA rollovers can be complex. Using our knowledge and resources, we can help you by potentially offering:

  • Penalty-free IRA distributions prior to age 59½ (IRS Rule 72(t))
  • Special tax treatment of company stock held in your IRA
  • Inherited and Stretch IRAs
  • Roth Conversions

At Thompson & Thurman, we can help you roll your 401(k) assets into an IRA and develop a solid financial plan for the future. Contact us today at 806.352.3480 to learn more.

 

Helping Texas Panhandle clients sleep at night.
Growing their money and not losing it.
 
Copyright Thompson & Thurman. All rights reserved.
Thompson & Thurman - 504 S. Polk, Suite 100 Amarillo, Tx 79101 - (806) 352-3480